As a firm, we believe in taking a team approach in helping our clients simplify their financial lives.Learn More
Who We Serve
Our typical client is retired or is concerned and focused on preparing for retirement in the future.Learn More
We have been specializing in Retirement Income Planning since 1985. We invite you to learn more about our unique process and how we help our clients.Learn More
We are based out of Houston, Texas, and have been proudly serving clients since 1985.Contact Us
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Do you have an estate strategy? You should.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Term insurance is the simplest form of life insurance. Here's how it works.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.